Personal Financial Advisors Jobs Pay in Appleton, WI
Average Hourly Pay
$66.26
107.1%Above national average
Range: $63.10 – $69.41
Average Annual Pay
$137,810
107.1%Above national average
Range: $131,248 – $144,373
How much do Personal Financial Advisors make?
Your level of experience is a key factor in determining your earning potential. Here's what you can expect at different career stages:
Entry Level
0-2 years
Hourly Rate
$56.32/hr
Range: $53.63 – $59.00
Annual Rate
$117,139
Range: $111,561 – $122,717
Mid level
3-5 years
Hourly Rate
$66.26/hr
Range: $63.10 – $69.41
Annual Rate
$137,810
Range: $131,248 – $144,373
Senior level
6+ years
Hourly Rate
$76.20/hr
Range: $72.56 – $79.82
Annual Rate
$158,482
Range: $150,935 – $166,029
Personal Financial Advisors job description
Personal Financial Advisors professionals manage financial operations, analyze data, and provide guidance on financial matters. They help organizations and individuals make informed financial decisions.
Responsibilities
- •Analyze financial data and reports
- •Prepare financial statements
- •Manage accounts and transactions
- •Ensure regulatory compliance
- •Provide financial advice
- •Monitor budgets and forecasts
Skills
- •Financial analysis
- •Accounting principles
- •Excel and financial software
- •Attention to detail
- •Communication skills
- •Problem-solving
Qualifications
- •Bachelor's degree in Finance/Accounting
- •Professional certifications (CPA, CFA)
- •Experience in financial services
- •Strong analytical skills
